How to Handle Failed Recurring Payments

Overview
Process and recover from failed automated payments on subscription invoices.

Steps

1. When a recurring invoice status changes to Unpaid or Overdue, navigate to Finance > Invoices.

2. Locate the failed invoice and click Retry Payment (if using a gateway).

3. If retry isn’t available, record a manual payment under Finance > Payments, selecting the invoice and entering the received amount.

4. Communicate with the client about updating their payment method.

Tips

• Set up multiple retry attempts in Settings > Payment Credentials if your gateway supports it.

• Automate reminder emails for failed payments: see Settings > Finance Settings > Send Reminder After.

Troubleshooting / FAQs

• Q: Retry Payment button is missing.

  • A: Only invoices billed through an online gateway (Stripe, PayPal) offer automatic retry.

• Q: Manual payment didn’t mark the invoice Paid.

  • A: Ensure the payment amount equals or exceeds the invoice total.